- KeyBank (Tarrytown, NY)
- …to actualize client aspirations and further position Key as the client's trusted advisor . + Interfaces with other Key Private Bank advisors and team members as ... net worth book of business. + Ability to use: office equipment, Trust accounting system and portfolio management system. **COMPETENCIES/SKILLS** **Client Focus** -… more
- CIBC (Milwaukee, WI)
- …visit CIBC.com (https://www.cibc.com/en/about-cibc.html) **What you'll be doing** As a ** Senior ** **Private Banker,** you will cultivate new and manage existing ... and UHNW clients. + **Expand client relationships:** Serve as a trusted advisor , actively identifying opportunities to offer customized lending, deposit, and wealth… more
- Antech Diagnostics (Oak Brook, IL)
- …job-related skills, experience, education, training and budget.** **Job Summary:** The Senior Security Architect (SA) is responsible for designing and evolving ... Mars and any regulatory requirements. + Serve as a trusted security advisor to product engineering and infrastructure teams. + Support product security reviews,… more
- Guardian Life (New York, NY)
- …day bringing a new challenge to solve excite you? If yes, then Guardian's Senior Analyst, Sourcing & Contracting of Professional Services Category is a role for you. ... IT, Legal, Finance, and business leaders. + Act as a strategic advisor , understanding stakeholder needs and aligning sourcing strategies accordingly. + Facilitate… more
- LiveRamp (New York, NY)
- …with unmatched clarity and context while protecting precious brand and consumer trust . LiveRamp offers complete flexibility to collaborate wherever data lives to ... on the forefront of rapidly evolving compliance and privacy requirements.** As Senior Director/Director of Partnerships, you will lead our North American CTV and… more
- Bloomberg (New York, NY)
- Senior Technical Account Manager - Semi-Liquid Funds Location New York Business Area Data Ref # 10047768 **Description & Requirements** Bloomberg runs on data. Our ... data in between. Whether a fund investor, manager, or advisor , our team provides the data, solutions, and industry...is structured and delivered across the Bloomberg ecosystem. **We'll Trust You To** + Provide exceptional support to semi-liquid… more
- Grant Thornton (New York, NY)
- As a Cybersecurity Senior Manager focused on Microsoft Threat Protection, you will lead complex, high-impact engagements that help clients proactively defend against ... advanced cyber threats. You will serve as a strategic advisor to executive stakeholders, guiding them through the design, implementation, and optimization of… more
- Intuit (San Diego, CA)
- …business needs. Your role is equal parts technical strategist, trusted advisor , and customer advocate. You'll apply your knowledge of enterprise workflows, ... that drive business impact, enable rapid adoption, and foster lasting customer trust . The Lighthouse Solutions Engineer is a pivotal role in delivering extraordinary… more
- M&T Bank (Paramus, NJ)
- …and Experience Preferred:** CFP (Certified Financial Planner) and/or CTFA (Certified Trust & Financial Advisor ) certification Exposure to and knowledge ... as assigned. **Scope of Responsibilities:** The position assists the Wealth Advisor , Wealth Management team, and internal business partners in process workflow… more
- Robert Half Finance & Accounting (Louisville, KY)
- …clients anticipate what's ahead and make informed decisions throughout the year. The Senior Tax Strategist serves as a trusted advisor , guiding clients through ... Description We are seeking a Senior Tax Strategist to partner with clients in...with a hands-on, execution-focused approach + Ability to build trust and communicate effectively with business owners + Strong… more